See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,376 | $59,839-76.0% | $81,983-82.5% | $79,858-82.0% |
| Participation rate | 93.5% | 61.6%+31.9pp | 69.2%+24.3pp | 69.6%+23.9pp |
| Annual return | 20.12% | 17.56%+2.6pp | 41.31%-21.2pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,393 | $1,713-18.7% | $2,498-44.2% | $2,471-43.6% |
| Participant deferral / active EE | $1,020 | $2,695-62.2% | $3,722-72.6% | $3,740-72.7% |
| Admin fee / account holder | $1,596 | $4,287-62.8% | $5,664-71.8% | $5,306-69.9% |